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  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

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Fuzzy Matching Overview

Fuzzy Matching Overview

Fuzzy matching can match strings that are not exactly the same but have similar characteristics and similar patterns. The duplicate check batch job, duplicate contact check batch job, and matching batch job rely on fuzzy matching to identify duplicates and matches.
Matching is a two step process that determines a match score between two records. First,
Customer 360 for Salesforce
 performs an exact match on the matching segments to exclude records that are unlikely to have matches. Then,
Customer 360 for Salesforce
 performs a fuzzy match on the remaining records to calculate a match score between pairs of records. If the match score of the two records achieves the match score threshold,
Customer 360 for Salesforce
 considers the two records a match.
You can configure how the fuzzy matching process calculates the match score. Use the Fuzzy Data Comparison page to compare two records to test your matching settings.
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